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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,881 | $159,934-58.8% | $147,005-55.2% | $145,959-54.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 29.75% | 98.24%-68.5pp | 418.76%-389.0pp | 561.95%-532.2pp |
| Employer contribution / active EE | $4,981 | $5,287-5.8% | $4,934+0.9% | $4,661+6.9% |
| Participant deferral / active EE | $3,776 | $8,427-55.2% | $8,070-53.2% | $6,689-43.5% |
| Admin fee / account holder | $2,108 | $15,053-86.0% | $13,006-83.8% | $13,398-84.3% |